INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 109 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,229,200 | +12.4% | 26,815 | +20.1% | 0.09% | +17.7% |
| Q2 2023 | $1,093,625 | +86.4% | 22,328 | +76.9% | 0.08% | +79.5% |
| Q1 2023 | $586,797 | +2078.2% | 12,622 | -98.0% | 0.04% | -97.9% |
| Q4 2022 | $26,940 | -99.9% | 627,376 | +2.4% | 2.10% | +5.7% |
| Q3 2022 | $23,937,000 | -3.2% | 612,826 | +2.1% | 1.98% | +4.1% |
| Q2 2022 | $24,717,000 | +18.6% | 600,084 | +37.1% | 1.91% | +35.7% |
| Q1 2022 | $20,838,000 | +31.0% | 437,774 | +39.5% | 1.40% | +37.9% |
| Q4 2021 | $15,910,000 | +13.6% | 313,802 | +3.8% | 1.02% | +4.6% |
| Q3 2021 | $14,000,000 | +3.0% | 302,384 | +4.1% | 0.97% | +3.0% |
| Q2 2021 | $13,587,000 | – | 290,512 | – | 0.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWM Advisory Services, LLC | 393,888 | $18,055,829 | 19.36% |
| ACT Advisors, LLC. | 446,945 | $20,487,972 | 12.69% |
| Solano Wealth Management, Inc. | 388,598 | $17,813,346 | 12.36% |
| Alpha Financial Advisors, LLC | 422,608 | $19,372,340 | 12.27% |
| Core Wealth Advisors, Inc. | 332,616 | $15,247,108 | 6.24% |
| American Planning Services, Inc. | 202,288 | $9,272,882 | 6.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 433,604 | $19,876,417 | 5.78% |
| Rooted Wealth Advisors, Inc. | 191,891 | $9,090 | 5.60% |
| Burt Wealth Advisors | 396,776 | $18,188,212 | 5.59% |
| HBK Sorce Advisory LLC | 2,730,326 | $125,158,146 | 5.51% |